Adjusted EBITDA margin was a strong 33.5%, among the highest in company history, reflecting operational excellence despite a challenging demand environment.
Domestic Allied Product sales increased 1%, with double-digit growth in multifamily residential markets and key products like retention/detention chambers and stormwater capture structures.
Free cash flow improved significantly to $222 million year-to-date from $126 million prior year, driven by better working capital management.
Infiltrator segment grew 21% this quarter, supported by strong commercial applications and double-digit organic growth in on-site wastewater tanks.
Revenue increased 2% to $830 million in Q1 2026, driven primarily by the Orenco acquisition, despite slightly down organic sales.
Blue Point project cost is expected to be $3.7 billion, with CF's portion and common facilities totaling about $2 billion over the next 4 years.
CF Industries reported adjusted EBITDA of $1.4 billion for the first half of 2025 and $760 million for Q2 2025.
EBITDA and free cash flow expected to increase by over $100 million annually starting Q3 due to Donaldsonville CCS project tax incentives and product premiums.
Net earnings attributable to common stockholders were $698 million for the first half and $386 million for Q2 2025, with diluted EPS of $4.20 and $2.37 respectively.
Returned approximately $280 million to shareholders in Q2 2025, including $202 million for repurchasing 2.8 million shares.
Trailing 12-month net cash from operations was $2.5 billion and free cash flow was $1.7 billion, including a net benefit from the Blue Point joint venture.
Dafinchi